Contractors (or Subbies) require a basic setup. Once you add them you'll be able to allocate programme maintenance and one-off tasks.
Go to People > Contractors > 'Add contractor'.
Each record has mandatory and optional fields:
Company Name = Contractor name
|Active = Current or archived contractor||Contact mobile = Main contact's mobile|
|Starred = Saved at the top of the list as a commonly used resource||Contact BH = Main contact's business hours phone|
|Email = Main email address||Contact AH = Main contact's after-hours phone|
|Login account = If you already have a login for them, search for it here.||Contact fax = Main contact's fax number|
|Primary contact = Main contact person||Address = Company location|
|Category = Configurable options for grouping Contractors at a broad level||E-mail CC = Additional contact's email addresses|
|Tags = Configurable options for grouping Contractors at a more granular level|
|Skill = Configurable options for grouping Contractors based on services provided|
|Service areas = Configurable locations serviced. These are set by postcodes|
|Notes = Basic comments about the contractor|
Once you click 'Save Contractor', you have the option to set up a portal for this contractor by clicking 'Send Invite'. This will send them an email allowing them to set up a password. This will allow them to complete work on your system - read here for more information.